The AI Supercycle Arrives: Apple Shatters Records with Q4 Performance and Strong 2026 OutlookFollowing a transformative year of hardware breakthroughs and artificial intelligence integration, Apple Inc. (
NASDAQ: AAPL) has silenced skeptics with a historic performance in its fiscal fourth quarter of 2025 and an even more dominant start to 2026. The results, underpinned by the launch of the iPhone 17 series, signal the
Analog Semiconductors Stocks Q4 Teardown: Impinj (NASDAQ:PI) Vs The RestAs the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at analog semiconductors stocks, starting with Impinj (
NASDAQ:PI).
Analog Semiconductors Stocks Q4 Highlights: MACOM (NASDAQ:MTSI)As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q4. Today, we are looking at analog semiconductors stocks, starting with MACOM (
NASDAQ:MTSI).
Skyworks to Present at the Morgan Stanley Technology, Media & Telecom ConferenceIRVINE, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), an innovator of high-performance analog and mixed-signal semiconductors connecting people, places and things, today announced that executives will participate in a fireside chat at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco at 8:30 a.m. PST on March 2, 2026.
Winners And Losers Of Q4: Analog Devices (NASDAQ:ADI) Vs The Rest Of The Analog Semiconductors StocksThe end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how analog semiconductors stocks fared in Q4, starting with Analog Devices (
NASDAQ:ADI).
2 Cash-Heavy Stocks Worth Your Attention and 1 We QuestionA surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth.
Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
Nvidia’s AI Guidance Acts as the 'Iron Floor' for Semiconductors Amidst 2026 Market TurbulenceAs the financial world braces for the final week of February 2026, all eyes are once again fixed on Silicon Valley’s undisputed heavyweight. Despite a month characterized by "AI fatigue" and a sharp correction in software valuations, Nvidia (
NASDAQ: NVDA) has managed to provide a psychological and financial "floor"
1 S&P 500 Stock with Impressive Fundamentals and 2 That UnderwhelmThe S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning.
Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
3 Profitable Stocks That Fall ShortNot all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
5 Revealing Analyst Questions From Skyworks Solutions’s Q4 Earnings CallSkyworks Solutions' fourth quarter results were marked by a combination of broad market momentum and stable mobile performance. Management pointed to ongoing growth in edge IoT, automotive, and data center segments, which collectively contributed to outperformance relative to Wall Street’s revenue and profit expectations. CEO Philip Brace attributed the quarter's results to robust execution in flagship mobile programs and expanding design wins in Wi-Fi 7 and automotive connectivity, while highlighting that smartphone replacement cycles are beginning to shorten. Management maintained a focus on disciplined investment and customer engagement amid industry-wide component pricing conversations.
3 Value Stocks That Fall ShortValue stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor.
The key risk, however, is that these stocks are usually cheap for a reason – five cents for a piece of fruit may seem like a great deal until you find out it’s rotten.
SWKS Q4 Deep Dive: Broad Market Strength and Mobile Dynamics Shape OutlookWireless chips maker Skyworks Solutions (
NASDAQ: SWKS) reported revenue ahead of Wall Streets expectations in Q4 CY2025, but sales fell by 3.1% year on year to $1.04 billion. On top of that, next quarter’s revenue guidance ($900 billion at the midpoint) was surprisingly good and 103,166% above what analysts were expecting. Its non-GAAP profit of $1.54 per share was 10.1% above analysts’ consensus estimates.
Skyworks Solutions (NASDAQ:SWKS) Surprises With Strong Q4 But Inventory Levels IncreaseWireless chips maker Skyworks Solutions (
NASDAQ: SWKS) announced better-than-expected revenue in Q4 CY2025, but sales fell by 3.1% year on year to $1.04 billion. On top of that, next quarter’s revenue guidance ($900 billion at the midpoint) was surprisingly good and 103,166% above what analysts were expecting. Its non-GAAP profit of $1.54 per share was 10.1% above analysts’ consensus estimates.
Skyworks Delivers Strong Q1 FY26 Performance Driven by Mobile and Broad MarketsIRVINE, Calif., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Skyworks Solutions, Inc. (Nasdaq: SWKS), a leading developer, manufacturer and provider of analog and mixed-signal semiconductors and solutions for numerous applications, today reported first fiscal quarter results for the period ended Jan. 2, 2026.
Skyworks Solutions Earnings: What To Look For From SWKSWireless chips maker Skyworks Solutions (
NASDAQ: SWKS)
will be reporting results this Tuesday afternoon. Here’s what investors should know.
Apple Defies Market Gravity with Record Holiday Earnings Amid S&P 500 SlumpIn a high-stakes moment for the technology sector, Apple (
NASDAQ: AAPL) delivered a resounding rebuke to skeptics on January 29, 2026, reporting record-breaking results for its holiday quarter. While the company’s stock has spent much of the past year acting as a significant weight on the S&P 500
The $139 Billion Question: Apple Braces for High-Stakes Earnings Amid 2nm Shift and AI 'Supercycle'As Wall Street turns its gaze toward Cupertino, Apple Inc. (
NASDAQ:AAPL) is preparing to release its fiscal first-quarter earnings report on Thursday, January 29, 2026. The announcement comes at a pivotal moment for the tech giant, which has spent much of the past year navigating a transition into a
Analog Semiconductors Stocks Q3 Highlights: Sensata Technologies (NYSE:ST)Looking back on analog semiconductors stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Sensata Technologies (
NYSE:ST) and its peers.
